Cocktail Investing Podcast

Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world
23 Jun

Cocktail Investing Ep. 24: As Amazon becomes the Death Star of retail, the Fed still looks for inflation in a deflationary world

Amazon (AMZN) on the heels of whirlwind announcements from its acquisition of Whole Foods (WFM) to Nike (NKE) now selling some of it products directly to the online giant, the once internet-only giant is now THE poster child for thematic investing.

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Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car
14 Jun

Cocktail Investing Ep. 23: The Evolution of the Safer, More Entertaining and Eventually Autonomous Car

To better understand the evolution of the smarter vehicle, Tematica Research’s mixologists Chris Versace and Lenore Hawkins spoke with Ted Cardenas, Senior Vice President of Marketing, Car Electronics Division at Pioneer Electronics Corp (PNCOY).

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Cocktail Investing Ep. 21: Has the Economic Peak Hit Its Peak?
01 Jun

Cocktail Investing Ep. 21: Has the Economic Peak Hit Its Peak?

As Americans move way beyond what could be considered even heavy consumers of digital content, what it means for the AT&T and Time Warner merger, and Dycom Industries, why the Atlanta Fed and New York Fed recently cut GDP expectations, why the Trump Bump is looking like the Trump Slump, Why Americans are making 433 million fewer lunchtime visits to restaurants.

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Cocktail Investing Ep. 20: Trump’s Budget Expectations, Mnuchin’s Warnings, OPEC’s Extension, Wawa’s Mobile Order and Jimmy Choo’s Alert that Retail Must Change
25 May

Cocktail Investing Ep. 20: Trump’s Budget Expectations, Mnuchin’s Warnings, OPEC’s Extension, Wawa’s Mobile Order and Jimmy Choo’s Alert that Retail Must Change

The week’s economic data, relevant political events, Wawa embracing the Connected Society’s mobile ordering like Starbucks and Paner, the rebound in HP’s ink sales, Jimmy Choo sharing its view on the how and why brick & mortar retail shopping has to change, and why Red Robin thinks casual dining has “had its moment.“

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With 2017 Poised to be the Year of Ransomware, More Cyber Spending is on the Way
22 May

With 2017 Poised to be the Year of Ransomware, More Cyber Spending is on the Way

With ransomware set to be THE cyber attack strategy of 2017, here’s what Tematica learned from our conversation with Focal-Point regarding WannaCry and other ransomware attacks.

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Cocktail Investing Ep. 19: What the WannaCry cyberattack really means
18 May

Cocktail Investing Ep. 19: What the WannaCry cyberattack really means

With headlines swirling following the WannaCry attack that hit more than 200,000 computers across over 150 countries, we speak with Yong-Gon Chon, CEO of cyber security company Focal Point to get his insights on that attack, and why ransomware will be THE cyber threat in 2017.

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Cocktail Investing Ep. 18: Trump Trade Winds Down, Coke Misreads Thematic Signals and Buffett Thinks Thematically
12 May

Cocktail Investing Ep. 18: Trump Trade Winds Down, Coke Misreads Thematic Signals and Buffett Thinks Thematically

This week Chris Versace and Lenore Hawkins discuss the week’s economic data, relevant political events and where they have spotted the latest Thematic Signals: From the ongoing slaughter in brick-and-mortar retail, to Coke CEO blaming the Connected Society on falling soda sales volumes, and the week’s news into actionable analysis while having ourselves a little fun.

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Cocktail Investing Ep. 17: Trump Tax Plan, 1Q17 Earnings Gauntlet, Pepsi vs. Coke
27 Apr

Cocktail Investing Ep. 17: Trump Tax Plan, 1Q17 Earnings Gauntlet, Pepsi vs. Coke

In this week’s episode of the Cocktail Investing Podcast, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, once again dig through all the earnings noise, economic data and latest policy plans spinning out of Washington to distill it down into clear investing signals. As usual, there is a helpful amount of fun and good humor along the way as they discuss new confirming signs the economy slowed in 1Q 2017 and is starting the current quarter off on rather soft footing.

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